Schwab Strategic Tr us lrg cap etf shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital Investment Advisors investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 82k | 26.34 |
| 2025-06-30 | $2.3M | 94k | 24.44 |
| 2025-03-31 | $1.6M | 71k | 22.08 |
| 2024-12-31 | $1.1M | 45k | 23.18 |
| 2024-09-30 | $1.0M | 15k | 67.85 |
| 2024-06-30 | $596k | 9.3k | 64.25 |
| 2024-03-31 | $571k | 9.2k | 62.06 |
| 2023-12-31 | $695k | 12k | 56.40 |
| 2023-09-30 | $401k | 7.9k | 50.60 |
| 2023-06-30 | $485k | 9.3k | 52.37 |
| 2023-03-31 | $400k | 8.3k | 48.37 |
| 2022-12-31 | $299k | 6.6k | 45.22 |
| 2022-09-30 | $230k | 5.4k | 42.36 |
| 2022-06-30 | $231k | 5.2k | 44.59 |
| 2022-03-31 | $278k | 5.2k | 53.76 |
| 2021-12-31 | $378k | 3.3k | 113.75 |
| 2021-09-30 | $249k | 2.4k | 104.18 |
| 2020-09-30 | $222k | 2.8k | 80.49 |
| 2020-06-30 | $202k | 2.7k | 74.21 |
| 2020-03-31 | $239k | 3.9k | 61.17 |
| 2018-12-31 | $265k | 4.4k | 59.59 |
| 2018-09-30 | $295k | 4.2k | 69.61 |
| 2018-06-30 | $278k | 4.3k | 65.06 |
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